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Perennial Investment Advisors’s Teladoc Health TDOC Stock Holding History

Perennial Investment Advisors’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,801
Closed -$327K – 230
2021
Q1 		$327K Buy
1,801
+183
+11% +$42.4K 0.13% 136
2020
Q4 		$324K Buy
+1,618
New +$329K 0.14% 117

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perennial Investment Advisors's TDOC Position: Q2 2021 in Review

Perennial Investment Advisors sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 1,801 shares — an estimated $327K sold.

Perennial Investment Advisors first reported a position in TDOC in Q4 2020 and held it in 2 quarters. The position peaked at $327K in Q1 2021. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • Perennial Investment Advisors reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,801 Teladoc Health shares in Q2 2021, an estimated $327K.
  • Perennial Investment Advisors first reported a position in Teladoc Health in Q4 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's Teladoc Health position peaked at $327K in Q1 2021.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Perennial Investment Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.